Deals
The Deals area provides an intuitive dashboard built to help you analyze your deals in order to make informed decisions at every step of the buyer's journey. Discover hot deals, deals at risk, reveal hidden stakeholders, and identify buyer intent to optimize each touchpoint with prospects.
To access Deals within Walnut, Salesforce CRM integration is required. Learn more about integrating with Salesforce here.
How does it work?
Deals consolidates your prospect engagement data from interactive demos across deal stages, representatives, and buyer contacts. It offers a comprehensive view of each deal's progress by seamlessly integrating CRM information with demo data collected by Walnut.
With Walnut's Deals, Account Executives can:
- Focus on what matters most: Utilize data and prospect engagement insights to determine focus areas when approaching customers.
- Review deal status: Efficiently review the status of active deals.
- Transfer knowledge: Collaborate with colleagues by sharing insights and knowledge.
Similarly, Sales Managers can:
- Monitor team engagement: Review demo engagement of your teams.
- Discover opportunities for coaching: Guide sellers on how to enhance demo utilization and leverage it as a tool to take deals to the next level
Walnut's Deals empowers your sales team by providing a consolidated and intuitive dashboard for effective deal management.